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Nuveen ESG Large-Cap Growth ETF

162 hedge funds and large institutions have $858M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

15% more capital invested

Capital invested by funds: $746M → $858M (+$111M)

10% more funds holding

Funds holding: 147162 (+15)

2.16% less ownership

Funds ownership: 80.22%78.06% (-2.2%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
62
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$270M -$7.19M -125,792 -3%
TF
2
TIAA FSB
Florida
$190M -$10.3M -181,090 -6%
LPL Financial
3
LPL Financial
California
$40.8M +$1.14M +19,945 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.7M +$704K +12,322 +3%
RW
5
RVW Wealth
California
$26.7M +$3.14M +54,932 +15%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$23.5M +$748K +13,095 +4%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$23.2M +$188K +3,289 +0.9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$19.5M +$5.7M +99,654 +47%
RWM
9
Refined Wealth Management
Utah
$19.2M +$334K +5,842 +2%
Morgan Stanley
10
Morgan Stanley
New York
$17.9M +$4.56M +79,754 +38%
UBS Group
11
UBS Group
Switzerland
$16.1M -$729K -12,759 -5%
MD
12
Money Design
Japan
$14.4M -$858K -15,021 -6%
Ameriprise
13
Ameriprise
Minnesota
$13.2M +$735K +12,861 +6%
Lido Advisors
14
Lido Advisors
California
$11.8M +$2.38M +41,704 +28%
MWM
15
Mission Wealth Management
California
$6.47M +$206K +3,597 +4%
HighTower Advisors
16
HighTower Advisors
Illinois
$5.77M +$10.7K +188 +0.2%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$5.11M +$202K +3,527 +4%
SA
18
Stewardship Advisors
Pennsylvania
$4.46M -$13.1K -230 -0.3%
NA
19
NewEdge Advisors
Louisiana
$3.92M -$156K -2,734 -4%
FF
20
Francis Financial
$3.86M +$305K +5,329 +9%
PAG
21
Private Advisor Group
New Jersey
$3.78M +$712K +12,460 +26%
OCM
22
One Capital Management
California
$3.37M +$1.34M +23,364 +76%
SIM
23
Seaview Investment Managers
Florida
$3.36M +$3.08M +53,931 New
Osaic Holdings
24
Osaic Holdings
Arizona
$3.27M +$11K +192 +0.4%
BPA
25
Beacon Pointe Advisors
California
$3.25M +$696K +12,177 +30%

NULG Hedge Fund Activity: Q2 2023 in Review

162 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2023, worth a combined $858M — up 15% from $746M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULG positions and 9 closed out — a net gain of 16 holders — while 62 added to existing stakes and 52 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.7M. The largest seller was TIAA FSB, cutting an estimated $10.3M.

  • 162 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2023, up from 147 in Q1 2023.
  • Funds reported $858M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2023 and 9 closed out, a net change of +16 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $5.7M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2023 was TIAA FSB, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2023.